iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by LMG Wealth Partners LLC

LMG Wealth Partners LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 116,781 shares of the company’s stock after selling 753 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.5% of LMG Wealth Partners LLC’s portfolio, making the stock its 8th largest holding. LMG Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,316,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after acquiring an additional 104 shares during the period. Howe & Rusling Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the last quarter. Vestia Personal Wealth Advisors increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

iShares Core U.S. Aggregate Bond ETF stock opened at $97.45 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm’s 50-day simple moving average is $97.09 and its 200 day simple moving average is $98.78.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.